Role Overview & Mandate
Executive Summary
About The Role Hybrid Role - 2 days a week in the office, 3 days a week at home. #LI-Hybrid...
Reviewed by Compensation & Visa Analysts •
Sources: USCIS E-Verify & Home Office CoS
About The Role
To provide dedicated analytical support and effective expense reporting for the Enterprise function at Vitality, which includes IT, Change, Group Operations and R&D.
Working closely with the Senior Finance Business Partner and wider Business Partnering team to:
- Act as a lead on ensuring accuracy of accounting and forecasting for supported areas,
- Produce monthly and ad hoc analysis on expenses and project spend,
- To provide insight and understanding of the detail within the transactional data; and
- Ensure compliance to accounting timelines regarding month-end and budgeting.
- Coordination and completion of all month-end tasks for the functions supported within the appropriate deadlines
- Maintain timely forecasting and support with annual budget cycle
- Build and maintain an excellent understanding of the responsible cost centres cost base in terms of transactional detail.
- Ensuring accuracy of Anaplan output while ensuring reconciliation to business partner expectations.
- Lead on ad-hoc analysis driven by own interpretation of key risk and opportunities within the functions supported.
- Produce standard consistent reporting in a timely manner for review.
- Ensure rigorous governance and accurate accounting principles are applied and followed throughout as well as actively seeking process efficiencies where appropriate.
- Respond and communicate with business stakeholders on routine finance queries.
- Support junior members of the team with day-to-day tasks and processes.
- Provide ad-hoc assistance to the Senior Finance Business Partner.
- Proven experience in expense or analyst roles within a Finance team.
- Ability to work constructively with finance stakeholders, providing them with support in processes and financial analysis.
- Excellent analytical skills, with a keen attention to detail.
- Experience of managing multiple priorities to strict deadlines.
- A self-starter who works diligently with ambition to develop the role.
- Relevant or working towards an accounting qualification – CIMA, ACA, AAT or equivalent.
- Advanced user of Excel, Sage and Anaplan, with experience in data processing and analysis.
- Experience in analysing budgets and forecasts, specifically IT or Project related.
- Ability to work with business stakeholders.
About Us
Vitality is an award-winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business. We’re the UK insurer and investment provider that rewards people for positive lifestyle choices – a key element of our Shared-value model. With 1.4m UK members and more than 25m globally, we’re out to make the world a healthier, happier place. This applies as much to our people as it does to our members.
Working for Vitality, you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. We think work should be fun and sociable, and we want our people to get the most out of every day. Our people are chosen for their skills, knowledge, enthusiasm and attitude but above all, their belief that anything can be achieved. Wherever possible, we will consider a variety of working options to suit your lifestyle, whether that be hybrid home/office working, flexible working and part or full time employment. It’s what we call offering shared values, because a healthy happy team is good for us, good for our members and good for you.
If you have any questions, please contact: recruitment@vitality.co.uk.
